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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At DSF Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at DSF Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Together with our Investment Committee, DSF Wealth develops and monitors customized investment strategies for our clients. Learn More

Estate Planning

We understand that the prospect of developing an estate plan (i.e. Will, Medical Directive, Power of Attorney) may create feelings of discomfort. However, devising an estate plan should promote feelings of security and is a critical component of the overall planning process. Learn more

Tax Planning

Tax planning is not only the responsibility of your accountant. DSF Wealth considers your short and long-term financial goals and will develop strategies within the context of your overall financial plan. Learn more

Support for Business Owners

As a private business, we understand the challenges and opportunities you face, and the passion you have to pursue your dreams. We can help you construct a comprehensive business strategy that includes cash flow planning, a retirement savings program that benefits both employees and employers, and HR solutions including Health, Life and Disability insurance. Learn more

Wealth Planning

DSF Wealth will develop a financial plan to help you balance a desirable quality of life and a healthy savings plan for your future. Learn more

Risk Management

While our primary goal is to help you plan for your financial future, we also recognize that it is important to develop a strategy to mitigate events that might impair your financial plan. Learn more

College/Education Planning

With the costs of higher education rapidly rising, it is imperative that we plan accordingly. Our team can provide estimated education costs for the institutions you may be considering, and will build those costs into your financial plan. Learn more

Personalized Wealth Management

At DSF Wealth Management LLC, we strive to understand your needs and goals, provide independent and unbiased advice, and develop a disciplined long-term strategy for managing and preserving your wealth. This approach must be quantified, realistic and customized, because every client is unique. Every financial plan requires ongoing monitoring, as both the world and the needs of our clients are constantly evolving.

We provide counsel in the areas of portfolio management, financial planning, estate planning, risk management, tax planning, college education and support for small business owners. DSF Wealth works with affluent families and business owners in twenty states across the country. Although we’re based in Atlanta, GA, we do travel for in-person meetings in order to provide a more personalized relationship.



DSF Wealth partners with clients who expect and demand more from their financial advisor. It’s about having that extra level of comfort and knowing that your best interests are always being served. Contact us today to begin developing a customized financial plan for your True Wealth journey.

I look forward to working with you,
Douglas Fluke, CFP®

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Atlanta, GA, DSF Wealth has clients residing in twenty states. Contact us today to speak with a wealth advisor or financial professional.

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Insights

DSF Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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